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iShares 5-10 Year Investment Grade Corporate Bond ETF

530 hedge funds and large institutions have $9.04B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 205 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 176

5% less capital invested

Capital invested by funds: $9.48B → $9.04B (-$444M)

3% less funds holding

Funds holding: 544530 (-14)

4.24% less ownership

Funds ownership: 83.93%79.69% (-4.2%)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

11% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 45

Holders
530
Holders Change
-14
Holders Change %
-2.57%
% of All Funds
9.28%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.74%
New
40
Increased
205
Reduced
176
Closed
45
Calls
$142M
Puts
Net Calls
+$142M
Net Calls Change
-$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
476
Capital Asset Advisory Services
Michigan
$28K -$1.88K -31 -6%
AIM
477
Anchor Investment Management
South Carolina
$27K
BW
478
Bison Wealth
Georgia
$27K
WWM
479
Wolff Wiese Magana
California
$25K
SWA
480
SOA Wealth Advisors
New York
$25K +$121 +2 +0.5%
MHR
481
Matthew Hamilton Rosenberg
$25K +$25.8K +424 New
ADL
482
Asset Dedication LLC
California
$24K -$37.9K -624 -61%
SWM
483
Sugarloaf Wealth Management
Georgia
$23K +$121 +2 +0.5%
PVH
484
Psagot Value Holdings
Israel
$21K
AIM
485
Astor Investment Management
Illinois
$20K
DI
486
Disciplined Investments
Oklahoma
$20K
BFEC
487
Benjamin F. Edwards & Company
Missouri
$20K +$3.83K +63 +23%
MAM
488
Meeder Asset Management
Ohio
$20K +$5.77K +95 +39%
AIA
489
Armor Investment Advisors
North Carolina
$19K
AWM
490
Atticus Wealth Management
Florida
$18K -$2.55K -42 -12%
Simplex Trading
491
Simplex Trading
Illinois
$18K
GIA
492
Goodwin Investment Advisory
Georgia
$17K -$64.1K -1,055 -79%
HWA
493
HHM Wealth Advisors
Tennessee
$16K
ACA
494
Atlas Capital Advisors
Wyoming
$15.6K +$15.8K +260 New
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
OIA
496
Optimum Investment Advisors
Illinois
$12K -$6.01K -99 -33%
CIAS
497
Capital Investment Advisory Services
North Carolina
$12K
CAM
498
Costello Asset Management
Pennsylvania
$12K
GLLW
499
Graves Light Lenhart Wealth
Virginia
$12K
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K

IGIB Hedge Fund Activity: Q3 2021 in Review

530 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2021, worth a combined $9.04B — down 4.7% from $9.48B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of IGIB and 40 opened new positions — a net loss of 5 holders — while 176 trimmed existing stakes and 205 added.

The largest buyer was Meiji Yasuda Life Insurance, adding an estimated $228M. The largest seller was BlackRock, cutting an estimated $392M.

  • 530 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2021, down from 544 in Q2 2021.
  • Funds reported $9.04B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2021 and 45 closed out, a net change of -5 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2021 was Meiji Yasuda Life Insurance, an estimated $228M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $392M sold.

Based on aggregated 13F filings for Q3 2021.